Senior Financial Advisor

Financial Advisor – Airdrie Branch Employment Status: Full-time, 37.5 hours per week. Posting closes: November 28, 2025. At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Our focus on profit sharing, competitive rates, and local initiatives helps Albertans feel good about their money. We’re looking for passionate, values‑driven people to join our team. If you’re eager to contribute in meaningful ways and grow your career with an innovative, collaborative, community‑rooted organization, we want to meet you. Reporting to the Assistant Branch Manager, your primary objective is to develop long‑term relationships with members, build trust, and deliver customized financial solutions that help them feel good about their money. What You’ll Be Doing Identify opportunities to match members with the right products and solutions to shape their financial fitness. Meet and exceed sales targets and referral goals. Participate in and assist with business development plans through corporate/branch marketing campaigns. Demonstrate excellent communication skills and engage members in conversations to determine their immediate needs. Develop ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs). Promote referrals to our Wealth Management, Business Banking teams, and our 3rd‑party providers. Build a comprehensive knowledge of the local market, competitive offers, and economic trends. Adhere to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss. Provide outstanding member experience by adhering to Servus’ best practices. Contribute to Servus’ unparalleled culture of teamwork, positivity, and collaboration. Maintain Servus’ positive image in the community. What You Bring To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service, and a high school diploma. Education/Certificates (Optional) Post‑secondary education in Finance (or related studies). Investment Funds in Canada Course & License (IFIC). Personal Financial Service Advice (PFSA). Financial Planning I (FP1). Benefits Competitive compensation including performance‑based incentive pay and profit share. Training & Development opportunities. Career advancement potential. Flexible work options. Meaningful work toward individual and corporate goals. Opportunities to get involved and give back through an employee volunteer program. What Happens Next We thank all applicants for their interest. Applications will only be accepted online, and only applicants under consideration will be contacted. At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. Accommodations are available during every stage of the hiring process upon request. Your skills, passion, and curiosity may find they belong at Servus, so even if you don’t check every box, we encourage you to apply Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check, and credit check to qualify for hire by Servus Credit Union. Qualified applicants are invited to apply online. #J-18808-Ljbffr